Coyle Financial Counsel’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Coyle Financial Counsel’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,955	Closed	-$212K	–	56
2019 Q4	$212K	Buy	3,955 +16	+0.4%	+$858	0.2%	53
2019 Q3	$211K	Hold	3,939	–	–	0.21%	55
2019 Q2	$211K	Hold	3,939	–	–	0.19%	56
2019 Q1	$208K	Buy	+3,939	New	+$206K	0.2%	40
2018 Q3	–	Sell	-2,994	Closed	-$155K	–	166
2018 Q2	$155K	Sell	2,994 -910	-23%	-$47.2K	0.15%	52
2018 Q1	$203K	Sell	3,904 -17,270	-82%	-$899K	0.21%	37
2017 Q4	$1.11M	Buy	+21,174	New	+$1.11M	1.27%	25

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Coyle Financial Counsel's IGSB Position: Q1 2020 in Review

Coyle Financial Counsel sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2020, closing a stake of 3,955 shares — an estimated $212K sold.

Coyle Financial Counsel first reported a position in IGSB in Q4 2017 and held it in 7 quarters. The position peaked at $1.11M in Q4 2017. 662 funds tracked by Wall St. Rank hold IGSB as of Q1 2020.

Coyle Financial Counsel reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Coyle Financial Counsel sold 3,955 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $212K.
Coyle Financial Counsel first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 7 quarters.
Coyle Financial Counsel's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.11M in Q4 2017.
662 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Coyle Financial Counsel's 13F filing for Q1 2020, filed 12 May 2020.